Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,557 | $155,840-58.6% | $124,694-48.2% | $167,553-61.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 8.79% | 17.98%-9.2pp | 5144.82%-5136.0pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,801 | $4,165-56.8% | $3,325-45.8% | $4,840-62.8% |
| Participant deferral / active EE | $1,801 | $5,675-68.3% | $4,615-61.0% | $6,343-71.6% |
| Admin fee / account holder | $735 | $9,536-92.3% | $7,495-90.2% | $12,316-94.0% |